Meet Joe
Joe is a Wealth Advisor based in Washington, D.C. He joined Mercer Advisors through the acquisition of Glass Jacobson Wealth Advisors, where he served as an advisor as well as a member of both the Investment Committee and Financial Planning Committee. Joe finds motivation in moving clients from uncertainty to confidence, especially when it leads to the kind of Economic Freedom™ that opens doors for generations. Joe earned a B.S. degree in finance from Salisbury University. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®.
Joe’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Joe has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Complexities of inherited wealth, from taxes to legacy
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
- Relocating in retirement with a clear financial strategy
- Providing clarity for military families navigating career transitions and financial complexity
His working style
Joe is known for his thorough approach to financial planning through thoughtful questions, active listening, and an empathetic demeanor. He is committed to earning trust through transparency and consistent follow through.
Joe in real life
What keeps you busy outside of work?
Outside of work, I’m usually spending time with my wife and our two young daughters, getting my hands dirty restoring classic cars, or using my private pilot’s license for a quick flight to nearby airports.
How do you give back?
I give back by spending meaningful time with my younger brother, who has special needs, and staying closely involved in the routines and activities that support his growth and independence. Whether it’s helping him navigate daily challenges or simply being a steady presence in his life, that commitment keeps me grounded and reminds me of the impact we can have on the people we care about.
Why do you like working at Mercer Advisors?
What I enjoy most about working at Mercer Advisors is the genuine collaboration, the incredible depth of knowledge across the firm, and the camaraderie that comes from being part of a team that supports one another. Above all, I value the opportunity to make a meaningful impact by helping people improve their financial lives.
Meet Joe’s Teammates
Michael Creamer
Sr. Wealth Advisor
What Joe Says
Michael and I work together as a team, bringing together our combined tax, investment, and financial planning experience to help give clients a complete and more coordinated approach to their financial lives.
Kristen Comeau
Regional Vice President
What Joe Says
Kristen and I work closely together to create a continuous experience for every new client. She leads the onboarding process with care and attention to detail, while I focus on building the financial strategy, helping ensure clients feel supported and confident from the very beginning.
Angela Schnepp
Service Operations Associate
What Joe Says
Angela and I work closely together to help ensure every client has a smooth, reliable experience. She manages the operational details with precision and care, and I focus on strategy and planning, creating a partnership that supports our clients at every step.
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